The Next Era in Financial Planning: Key Insights on AI, Talent, and the Future of Advice

Published on September 19, 2025

You'll learn how to leverage technology to scale your impact, deepen client relationships, and deliver planning that's both data-driven and deeply human.

       
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Treasury Yields Snapshot: September 19, 2025

September 19, 2025
The yield on the 10-year note ended September 19, 2025 at 4.14%. Meanwhile the 2-year note ended at 3.57% and the 30-year note ended at 4.75%.

4 Things Successful Advisors Do: LPL

September 19, 2025
Advisors that exhibited even two of these behaviors grew five times faster than peers, a study found.      Related StoriesIs It Ever the Right Time to Stop Saving for Retirement?Daniel Crosby: Here's What Separates High-Growth Advisor TeamsThis Social Security Claiming Strategy Reliably Lifts Retirement Income